Remote Operations Associate - Financial Advisory
Simply Paraplanner
Austin, TX
- Remote job
Modern Financial Planning is seeking an organized operations associate to support two advisors as the backbone of the firm. This 1099 contract role is about 20 hours per week, fully remote, with a daily overlap window for collaboration and remaining hours on your own schedule. You will handle scheduling, accounts, file organization, CRM upkeep, client communications, and ad-hoc projects, ensuring high standards and accurate records while prioritizing client needs. #J-18808-Ljbffr Simply Paraplanner
Vacancy posted 3 days ago
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